Senior Accountant jobs at St. Mary's Bank - 47 jobs

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Communicate with client and firm associate requests in a timely, accurate, positive and professional manner Establish and maintain effective client relationships through regular communications, including on-site visits Adhere to prescribed budgets and deadlines Develop technical competency and provide assistance to clients Participate in continuing professional education programs Serve as a trusted business advisor for clients and associates Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders Understand and effectively use current tax and accounting software applications Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: Bachelors degree in accounting or an equivalent combination of education and experience CPA certification preferred. Candidates actively pursuing CPA certification will be considered. 2-3+ years of experience Ability to plan, prioritize, and organize work effectively Ability to balance many projects simultaneously Ability to work under pressure and time deadlines Ability to analyze data and recommend solutions Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: Manage and coordinate tax compliance and advisory work for clients. Review Federal and Multi-State Partnership tax returns. Lead day-to-day client relationships, supporting partners with service execution and development of extended services. Consult on technical matters and special projects. Build relationships and communicate effectively with clients to provide superior service. Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. Manage, train, and develop staff, and participate in the performance review process. Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. Prepare client communications pertaining to engagement planning and requests. Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. Communicate with engagement leaders regarding open items or other important matters in a timely manner. Adhere to prescribed budgets and deadlines. Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. Lead multi-disciplined client service teams for account planning. Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. Perform a limited number of tax return interviews as needed. Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in accounting or an equivalent combination of education and experience. CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. At least 3 years of job-related experience. Subject matter leader in similar accounting and/or tax services. Management and/or mentoring experience with other staff members. Experience making recommendations to management. Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Your safety and trust are important to us. We encourage all applicants to remain vigilant and report any suspicious activity. Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Communicate with client and firm associate requests in a timely, accurate, positive and professional manner + Establish and maintain effective client relationships through regular communications, including on-site visits + Adhere to prescribed budgets and deadlines + Develop technical competency and provide assistance to clients + Participate in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in processes to enhance efficiency, recognize potential issues and/or opportunities in engagements and discuss with engagement leader + Use data analysis skills to discover useful information and patterns to provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree in accounting or an equivalent combination of education and experience + CPA certification preferred. Candidates actively pursuing CPA certification will be considered. + 2-3+ years of experience + Ability to plan, prioritize, and organize work effectively + Ability to balance many projects simultaneously + Ability to work under pressure and time deadlines + Ability to analyze data and recommend solutions + Strong verbal and written communication skills Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-NH-Bedford | US-ME-South Portland Job ID 2025-7219 Category Tax Remote No

At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance. Responsibilities Responsibilities: + Manage and coordinate tax compliance and advisory work for clients. + Review Federal and Multi-State Partnership tax returns. + Lead day-to-day client relationships, supporting partners with service execution and development of extended services. + Consult on technical matters and special projects. + Build relationships and communicate effectively with clients to provide superior service. + Participate in business development efforts, working with partners and marketing professionals to target and build relationships with prospects. + Manage, train, and develop staff, and participate in the performance review process. + Respond to requests from clients and firm associates in a timely, accurate, positive, and professional manner. + Prepare client communications pertaining to engagement planning and requests. + Prepare individual, business, and fiduciary tax returns and projections as directed by engagement leaders. + Communicate with engagement leaders regarding open items or other important matters in a timely manner. + Adhere to prescribed budgets and deadlines. + Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters. Additional Responsibilities: + Attain industry-specific expertise through CPE, firm/industry group events, webinars, etc. + Review tax-related information, including tax provisions, depreciation schedules, property tax returns, etc. + Lead multi-disciplined client service teams for account planning. + Recognize potential issues and/or opportunities in engagements and discuss with engagement leader. + Perform a limited number of tax return interviews as needed. + Provide technical assistance to clients. Knowledge, Skills and Abilities Qualifications: + Bachelor's degree in accounting or an equivalent combination of education and experience. + CPA certification, or progress towards obtaining, preferred in the respective state in which they are practicing. + At least 3 years of job-related experience. + Subject matter leader in similar accounting and/or tax services. + Management and/or mentoring experience with other staff members. + Experience making recommendations to management. + Prior public accounting experience desired. Bridgette Kahny, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (********************************************* page to connect! #LI-BK1 #LI-hybrid Additional Details Additional Details: Your safety and trust are important to us. We encourage all applicants to remain vigilant and report any suspicious activity. Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-NH-Bedford | US-ME-Augusta | US-ME-South Portland Job ID 2025-6965 Category Tax Remote No

Job Description Performs various senior accounting duties which include complex accounting functions. This role will have General Ledger responsibilities, including reconciliation and analysis. Performs reporting duties both internally and externally. A focus on loss reporting and analysis, creation of reconciliation processes, and ability to learn and keep up with changing accounting standards for IFRS reporting as it relates to insurance accounting. Essential Functions Performs various corporate accounting work for RiverStone, including its subsidiaries. Provides timely preparation and distribution of financial reporting and analysis. Prepares standard monthly/quarterly general ledger entries and account reconciliations and reclass entries as needed. Performs SOX controls and documentation. Participates and assists with the audit process. Monitors various loss programs and transactions to ensure accuracy and completeness of monthly and quarterly financials and supplemental reporting. Prepares quarterly and annual financial statements and supplemental schedules for Fairfax reporting. Prepares supplemental schedules for NAIC Annual Statement reporting. Communicates with various stakeholders throughout team, department, and organization. Establishes and maintains effective working relationships, both internally and externally. An established leader who will learn job functions and become an additional resource for more junior members of the team. Assists in creating new processes that are repeatable, efficient, and effective for proper accounting and reporting in accordance with changing accounting guidelines. Leads the ongoing application of IFRS 17 accounting standards. Collaborates with the actuarial team to align data with IFRS 17 requirements. Provides insight into IFRS 17 impacts on financial performance. Maintains a high degree of confidentiality. Models and practices RiverStone's values. Required Skills Knowledge of automated financial and accounting reporting systems. Problem solving skills and ability to manage/manipulate large sets of data. Effective oral and written communication skills. Knowledge of accounting principles (IFRS, STAT and GAAP). Intermediate Excel skills. Able to work in a fast-paced, deadline-oriented environment. Solid analytical ability and the demonstrated ability to effectively perform within a team-oriented environment. Detail and multitask oriented with strong mathematical and organizational skills. Technical competence in data querying languages such as SQL and ability to learn to execute basic level data queries. Assist in the development of basic prototype data reporting solutions. Assist in accounting research. Ability to work independently and seek out new knowledge and skills. Customer service oriented with the ability for developing long lasting relationships with internal and external business partners. Proactively identifies opportunities, challenges, or improvements without waiting direction. Finds creative ways to overcome obstacles and leverages available tools appropriately. Can identify issues, analyze options, and implement solutions without heavy reliance on others. Empowers self and teammates to continuously improve RiverStone's business processes/systems and develops and escalates ideas and solutions. Consistently delivers superior customer service to both internal and external business partners. Demonstrates alignment with RiverStone's Commitments Prioritizes and organizes work in self-directed manner. Attains and maintains knowledge of assigned department. Performs other duties as required, including supporting and coordinating with other department colleagues. Related Functions Participates in companywide committees and/or initiatives. Participates in ad hoc or management projects as assigned. Experience 2-5 years of progressive accounting experience in the insurance industry, with at least 2 years of public accounting experience. Experience with IFRS 17 reporting a plus. Required Education Four-year college degree in Accounting or related field required. Preferred Education or Certification Masters in Accounting or CPA a plus. Travel Minimal to none, based upon business needs.

Job Title: Senior Manager, Accounting The Role As the Senior Manager, Private Equity Accounting and Modernization, you will lead modernization efforts within the Devonshire Investors Accounting Team with a strong emphasis on optimizing the use of the eFront Invest platform and related applications. In this pivotal role, you will drive operational excellence across end‑to‑end financial reporting processes, champion standardization, automation, simplification, and optimization, and support broader modernization, training, and documentation initiatives beyond the eFront ecosystem. You will collaborate closely with cross‑functional teams to define and validate business requirements, translate those needs into clear specifications for technology teams and vendors, and serve as the primary liaison for technology issue resolution. You will help standardize reporting across legal entities, develop documentation and training materials, and mentor team members to strengthen team performance and capability. The Expertise and Skills You Bring * Experience with alternative investments and partnership structures, with the ability to quickly understand complex organizational and ownership structures * Strong knowledge of partnership accounting principles, financial reporting, and internal controls * Proficiency with accounting systems and financial reporting tools (e.g., eFront Invest and Café, Oracle, Workiva, Power BI, Tableau) * Inquisitive, proactive mindset with a demonstrated track record of process improvement and implementing new technologies * Strong analytical and problem‑solving abilities, including experience with data analysis, process mapping, and requirements gathering * Highly motivated, flexible, quality‑focused team player with excellent communication and organizational skills * Strong attention to detail while maintaining an understanding of broader business objectives * Ability to manage multiple deliverables simultaneously and meet deadlines * Ability to work independently and exercise sound judgment Note: Fidelity is not providing immigration sponsorship for this position The Team The Devonshire Investors Accounting Team oversees the financial reporting and operational processes for a diverse portfolio of private equity investments. The team is committed to driving modernization, standardization, and operational excellence while supporting the evolving needs of the business. As part of this collaborative and high‑performing team, you will play a central role in enhancing systems, tools, and reporting practices to improve accuracy, efficiency, and scalability across the organization. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made. The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Accounting

The Role The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for: * Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies. * Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks. The Expertise and Skills You Bring * Bachelor's degree or equivalent experience in Finance or Accounting * 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred * Familiarity with tax research techniques * Broad knowledge of accounting and tax principles * Ability to embrace and adapt to a constantly evolving regulatory and technology environment * Ability to work in a collaborative environment * Comfortable in a fast paced, deadline-oriented environment * Interpersonal and time management skills * Flexibility to work overtime (as needed) to fulfill the job requirements * Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus * Experience with accounting platforms InvestOne, Geneva, and Yardi a plus The Team The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts #FFIOALTS Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Learn, grow and build your career as a Senior Manager on the Asset Management ("AM") Accounting Team within Fidelity's Corporate Accounting function, accountable for financial accounting and controllership to Fidelity's Institutional Asset Management legal entities! You will be responsible for performing monthly close processes and overseeing monthly close activities that support the Fidelity Institutional Asset Management legal entities. Additionally, you will oversee the preparation of various financial reports including call reports, board presentations, and annual financial statements. You will also support the team's various modernization efforts and projects on an ad hoc basis. You will play a key role in the professional development of the accounting professionals on your team. It will also be important for the Senior Manager to form relationships with accounting leadership, peers, central accounting functions (e.g., accounting policy, technology, etc.), billing and other support functions across the firm, and key vendors. Required Experience, Leadership and Skills: * Bachelor's degree in Accounting / Finance or equivalent; CPA preferred * 7+ years experience, Asset Management or financial services accounting preferred * Ability to lead and develop team members * Strong communication and social skills. Ability to influence business partners to achieve a desired business outcome. Make well-informed / reasoned decisions * Maintain a strong control environment. Responsible for operational processes and internal controls to mitigate accounting and operational risks. Evaluate the results of management's testing of controls performed by internal controls function * Financial reporting experience. Prepare and review financial statements in accordance with U.S. GAAP * Audit participation experience. Assist with all aspects of external audits of AM entities. Timely meet requests and provide support. Form relationship with external audit counterparts. * Accounting operations experience. Timely work through operational issues impacting the accounting close and otherwise, as needed. Review and analyze legal entity results. Maintain documentation of significant related party transactions. * Maintain an appropriate level of professional skepticism. * Be change agent to propel the team forward. Identify, socialize and implement operational improvement opportunities. * Build and maintain relationships with the controls program, the accounting policy function, and centers of excellence within Corporate Accounting, as well as key business partners including but not limited to AM finance, AM operations, corporate tax, and corporate treasury. * Excellent written and verbal communications skills, including crafting presentations to communicate accounting results and other financial information. * Be flexible. Be able to work on multiple areas/projects concurrently. Be willing to learn new skills. * Effectively use financial systems, reporting and teamwork tools (Oracle, Excel, Word, SharePoint, Power BI, etc.) Certifications: Category: Accounting Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role As a Senior Manager, Derivative Accounting you will lead a team of analysts supporting ETFs, digital currency, derivatives and alternative products. You will oversee a staff of associates performing accounting and pricing functions and act as the primary contact for daily operational needs, while providing leadership and support in collaboration with other associates within the business unit. As a leader of the team, you will provide divisional level support for all aspects of the business including risk management, operational strategy, systems improvement prioritization, communication strategy, customer/vendor/peer relationships, resource alignment, cost control, project management, business continuity and new business opportunities. In addition to operational responsibilities, the Senior Manager, Derivative Accounting is also passionate about mentoring staff and providing career growth opportunities to develop a hardworking team. You will collaborate with other teams within FFIO and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy. * Provide guidance based on experience and knowledge with product development, implementation, and ongoing operations of ETFs, digital currency and alternative products * Perform detailed review of NAVS, mils, and yields and assist in resolution of complex exception processing * Provide functional area expertise, oversight, problem resolution, training, analysis, and reporting as required across a variety of group responsibilities * Accountable for ensuring client requests are processed within stated service level agreements and adhere to Fidelity and regulatory guidelines * Ensure that all processes have sufficient Risk and Compliance Controls and policies and procedures are communicated and followed * Coordinate functions associated with the department's responsibilities, confirm they are addressed in a timely fashion, and any areas of risk are identified and mitigated. * Monitor key performance indicators to address factors that are affecting the customer experience * Collaborate with management to make effective use of available resources across groups and recommend changes to systems, processes, and responsibilities as needed. * Coordinate business unit wide initiatives and effectively communicate plans to key partners * Provide direction and partner with associates to build meaningful development plans * The Expertise & Skills You Bring * Bachelor's degree in finance/accounting or equivalent or a Master's degree, preferred * Good understanding of the finance industry and specifically ETFs, digital currency, derivative operations and alternative products. * Strong understanding of accounting and back-office operations. * Outstanding analytical, communication, conceptual thinking, project management, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are musts * Strong communication skills with the ability to develop and deliver cogent, insightful presentations to all levels of finance and business leadership. * Presence and judgment to put forward well-reasoned recommendations and engage in dialogue with key decision-makers * Understanding of financial and accounting principles and how to apply them in business. * Key Skills: Strategic Problem solver, Encourage and Empower Others, Focus on Innovation, Develop Talent, Lead by Example, Build Key Partnerships, Collaborator, Drive Results * Note: Fidelity will not provide immigration sponsorship for this position. The Team The Accounting Teams are part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description About Us Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and advisory services across several industries. With offices in Maine, Massachusetts, and New Hampshire, BNN has a reputation for teamwork, collaboration, and client excellence throughout New England and beyond. BNN's culture champions career advancement, mentorship, community involvement, and exceptionally responsive client service. About the Position If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity, incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The responsibilities of this Tax Senior position include working directly with other BNN tax professionals, our clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. You will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions, primarily in the estate, trust, and gift tax areas. Competencies and Position Requirements Dedicated to superior client service Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude Responds to client requests, including phone calls and emails, in a timely and appropriate manner Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others Develops a rapport with client personnel and the firm engagement team Experience preparing federal and state income tax returns for individuals, trusts, and estates Experience preparing gift tax returns and estate tax returns Keeps current with new tax law developments and is able to apply them Strong research and analytical skills to assist in resolving tax issues and conflicts Strong organizational skills and attention to detail Excellent project management, analytical, interpersonal, oral and written communication skills Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines Write effectively and professionally in work paper documentation, emails, and other formats Ability to thrive in a dynamic team environment Maintains an enthusiastic and positive attitude Education and Experience 3+ years relevant experience in taxation with a public accounting firm, law firm, trust company, or government agency JD LLM in taxation is a plus Cumulative GPA of 3.0 or higher Working towards CPA or Enrolled Agent status Work Environment Ability to work a flexible schedule based on business needs Supportive and collaborative culture BNN strongly believes in maintaining a healthy balance between work and personal life. We support this through a variety of benefits, including: 20 days paid time off, 5 sick days, 11 paid holidays 6-week paid parental leave Health, Dental, Pet, Vision, Disability and Life Insurances 401(k) Plan with company match Profit Sharing Plan Business-casual office environment The expected salary range for candidates in the Massachusetts market is $83,821- $125,786 annually, depending on experience and qualifications. Baker Newman Noyes is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity and expression, national origin, age, disability, genetic information, veteran status, marital status, or any other protected characteristic under applicable law.

We are seeking a Controller to lead our accounting and tax functions, drive financial reporting, and collaborate across finance, treasury, and investor relations. Make an impact on strategy and compliance while supervising a talented team. Location: Hybrid (onsite at West Lebanon, Operations Center) What you'll do: * Oversee accounting, tax, and financial reporting * Lead audits and regulatory filings * Support financial planning and investor relations * Supervise accounting professionals * What you bring: * Bachelor's in accounting or finance (CPA preferred) * 8-10 years' corporate accounting/finance experience, including bank accounting * Strong analytical, leadership, and communication skills

The Role The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider. The Expertise and Skills You Bring * 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax. * Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred * Experience with U.S. withholding taxation and reporting requirements * Confirmed understanding of tax systems * Intermediate level in Microsoft Office Tools, specifically Excel and Word * Experience working with IRS and multi-state taxation jurisdictions is required * Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) * Experience working in the financial services industry is a plus * Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies * You can meet tight deadlines in a fast-paced environment * You produce high quality work and can prioritize multiple projects * You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills * You take initiative while seeking appropriate guidance * You are detail and process oriented with strong ability to organize and analyze data * You're a great collaborator * You are committed to self-development, continuous learning and career advancement The Value You Deliver * Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended) * Assist in analyzing relevant legislative changes and effectively communicate implications to management * Prepare/review/update quarterly and year-end state tax rates * Respond to inquiries on Federal and state notices * Identify opportunities to improve and/or automate processes to improve efficiencies and controls. * Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance. * Preparing and responding to required surveys * Research, respond and resolve moderately complex associate withholding tax matters. * Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties Note: Fidelity is not providing immigration sponsorship for this position The Team The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes. Certifications: Category: Business Analysis Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

JOB SUMMARYAs an Audit Senior Accountant, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Accountant leads client engagements, maintains client relationships, and acts as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Audit Execution Perform complex audit procedures, including substantive testing, control testing, and analytical review, to evaluate the accuracy and completeness of financial statements Review workpapers, documentation, and audit evidence prepared by audit staff for accuracy and adherence to standards Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks Identify key areas for audit focus, potential risks, and necessary resources Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Provide valuable insights and recommendations to clients for improving financial processes and controls Client Communication Serve as a main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development Foster a collaborative and productive team environment Engagement Leadership Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and professional standards Delegate tasks to audit staff members and provide guidance throughout the engagement Technical Research Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements Research, resolve, and document complex accounting and auditing issues as they arise Reporting and Documentation Ensure the accuracy and completeness of audit documentation, findings, and conclusions in accordance with firm and regulatory standards Review and finalize audit reports for distribution to clients Continuous Improvement Engage in continuous learning and development to enhance your technical skills and knowledge Participate in post-engagement reviews to assess the effectiveness of audit processes and identify areas for improvement Contribute ideas to enhance the firm's methodologies and procedures Supervisory responsibilities May supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 3 - 6 years of relevant audit experience within a CPA firm Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Tax Staff Accountant, you will be responsible for the preparation of business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Staff Accountant will have the opportunity to collaborate with and assist internal teams and leaders to produce high-quality deliverables to our clients, while building upon the technical skills to grow as a professional. Tax Preparation Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities Organize and review client-provided financial information, ensuring accuracy and completeness Use tax software and tools to input data, calculate tax liabilities, deductions, and credits Research and Analysis Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues Assist in preparing tax projections and estimates to guide clients in making informed financial decisions Client Communication Communicate with clients to gather necessary information and address inquiries related to tax matters Assist in explaining tax concepts and implications to clients in a clear and understandable manner Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations Compliance and Documentation Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely Maintain organized and comprehensive tax files and documentation for each client engagement Assist in tracking changes in tax laws and regulations and their potential impact on clients Team Collaboration Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices Support senior team members in complex tax projects, including audits and specialized tax services Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's requirements Required education and experience Bachelor's degree with a concentration in accounting, or a Master's degree in accounting or taxation Actively pursuing the required education and credits to qualify for the CPA exam, with the intention of obtaining CPA licensure Preferred education and experience Cumulative GPA 3.0 or higher Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Accountant Nathan Wechsler is hiring an Accountant to join our team in our Concord office. This role will report to senior accounting staff and will support a variety of assurance and tax engagements, contributing to client deliverables and firm objectives. The position involves fieldwork, tax preparation, and financial statement analysis, providing opportunities to apply accounting knowledge and develop professional skills. Responsibilities include Performing audit and accounting procedures, including compliance testing, cash, accounts receivable, inventories, fixed assets, accounts payable, and accruals, with appropriate workpapers Preparing tax returns and conducting basic tax research using relevant software applications Assisting in the preparation of financial statements, applying basic GAAP principles Maintaining accurate records of time and expenses for proper client billing Establishing and maintaining positive client relationships Complying with Continuing Professional Education (CPE) requirements of the AICPA, State Board of Accountancy, Governmental Accounting Standards, and the Firm Attending seminars or trade group events as requested Performing special projects or other duties as needed Requirements Bachelor's degree in accounting or a related field, or comparable work experience Proven customer service skills and excellent verbal and written communication skills Strong time management and organizational skills to prioritize and meet deadlines Working knowledge of Microsoft Office and Adobe Acrobat products Aptitude to learn and effectively use multiple software applications Ability to maintain confidentiality of Firm and client information Differentiators Basic knowledge of GAAP, GAAS, and tax compliance principles, with an ability to apply these to client situations Familiarity with tax software and research methods, including understanding how numbers flow in and between tax forms Awareness of audit processes and a developing sense of audit skepticism Experience making constructive suggestions to improve client internal controls and accounting procedures General understanding of transactional flow and key transition cycles in accounting Work Location Primarily onsite in our Concord, NH office, with travel to client sites as needed. Compensation Full-time position, with expectation of 55 hours per week during peak seasons (January 15 to April 15) and 40 hours through the rest of the year Starting salary of $70,000 annually Benefits Firm pays 85% of healthcare premiums 4% 401k match Comp time program: additional compensation or PTO for hours worked above 55 during peak seasons and 45 outside of peak seasons 3 weeks of PTO, 7-10 paid holidays, and the week of July 4th off Fridays off in June and July; office closes at noon on Fridays in May and August-December CPA exam support Optional flexible work arrangements Equal Opportunity Employer We are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic. Salary Description 70,000 + benefits

Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals-typically reserved for institutions-through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role Alumni Ventures (AV) is seeking an experienced Controller to lead and continuously improve our accounting operations. Reporting to the Chief Financial Officer (CFO), this role is responsible for developing and maintaining accounting processes, practices, and controls to ensure accurate and timely financial reporting. The Controller will manage a broad range of accounting activities including month-end close, financial reporting, audit preparation, and support of budgeting and forecasting. This role partners closely with executive leadership, department heads, and teammates across the firm, requiring strong communication skills and a collaborative mindset. The role can be based in our Manchester, NH (preferable) or Boston, MA office. This position is a hybrid role, with an expectation that this individual will work in the office M/T/Th/F. What You'll Do Develop and maintain a thorough understanding of AV's general ledger structure and financial reporting processes Lead accurate and timely monthly, quarterly, and year-end close processes Ensure the timely production of monthly financial statements and reporting packages Oversee accurate and timely processing of positive pay transactions Support budgeting and forecasting activities in partnership with the CFO Collaborate with finance teammates to support departmental goals and continuous improvement Respond to financial inquiries from the CFO, executives, and internal stakeholders Partner with the CFO to ensure a clean and efficient year-end audit Support special projects and workflow/process improvements Oversee expense reimbursement processes and expense management platforms Partner with the HR team on payroll, 401(k) true-ups, and related accounting matters Ensure proper accounting treatment for all equity and debt activity, including supporting schedules and documentation Ensure timely completion of all year-end filings (e.g., Form 5500, 1099s) Maintain up-to-date knowledge of GAAP, FASB standards, and relevant tax regulations Contribute positively to AV's culture by modeling AV values and working toward our North Stars Who You Are 8+ years of progressive accounting experience Bachelor's degree in Accounting or Finance; CPA strongly preferred Strong technical accounting expertise Advanced proficiency in Microsoft Excel, including financial modeling Experience with ERP systems; NetSuite experience required Experience supporting cross-border accounting activities is preferred Familiarity with payroll systems Experience with expense management systems Highly detail-oriented with excellent organizational skills Ability to manage multiple priorities and meet frequent, tight deadlines Superior analytical and problem-solving abilities Ability to adapt quickly and perform well in a fast-paced environment Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.

Alumni Ventures is one of the world's most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals-typically reserved for institutions-through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we're rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals. About the Role Alumni Ventures (AV) is seeking an experienced Controller to lead and continuously improve our accounting operations. Reporting to the Chief Financial Officer (CFO), this role is responsible for developing and maintaining accounting processes, practices, and controls to ensure accurate and timely financial reporting. The Controller will manage a broad range of accounting activities including month-end close, financial reporting, audit preparation, and support of budgeting and forecasting. This role partners closely with executive leadership, department heads, and teammates across the firm, requiring strong communication skills and a collaborative mindset. The role can be based in our Manchester, NH (preferable) or Boston, MA office. This position is a hybrid role, with an expectation that this individual will work in the office M/T/Th/F. What You'll Do Develop and maintain a thorough understanding of AV's general ledger structure and financial reporting processes Lead accurate and timely monthly, quarterly, and year-end close processes Ensure the timely production of monthly financial statements and reporting packages Oversee accurate and timely processing of positive pay transactions Support budgeting and forecasting activities in partnership with the CFO Collaborate with finance teammates to support departmental goals and continuous improvement Respond to financial inquiries from the CFO, executives, and internal stakeholders Partner with the CFO to ensure a clean and efficient year-end audit Support special projects and workflow/process improvements Oversee expense reimbursement processes and expense management platforms Partner with the HR team on payroll, 401(k) true-ups, and related accounting matters Ensure proper accounting treatment for all equity and debt activity, including supporting schedules and documentation Ensure timely completion of all year-end filings (e.g., Form 5500, 1099s) Maintain up-to-date knowledge of GAAP, FASB standards, and relevant tax regulations Contribute positively to AV's culture by modeling AV values and working toward our North Stars Who You Are 8+ years of progressive accounting experience Bachelor's degree in Accounting or Finance; CPA strongly preferred Strong technical accounting expertise Advanced proficiency in Microsoft Excel, including financial modeling Experience with ERP systems; NetSuite experience required Experience supporting cross-border accounting activities is preferred Familiarity with payroll systems Experience with expense management systems Highly detail-oriented with excellent organizational skills Ability to manage multiple priorities and meet frequent, tight deadlines Superior analytical and problem-solving abilities Ability to adapt quickly and perform well in a fast-paced environment Our benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance, Flexible PTO, and Parental Leave as well as career development. All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Please review our Privacy Policy.

Job Description:The Role The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider. The Expertise and Skills You Bring 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax. Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred Experience with U.S. withholding taxation and reporting requirements Confirmed understanding of tax systems Intermediate level in Microsoft Office Tools, specifically Excel and Word Experience working with IRS and multi-state taxation jurisdictions is required Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) Experience working in the financial services industry is a plus Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies You can meet tight deadlines in a fast-paced environment You produce high quality work and can prioritize multiple projects You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills You take initiative while seeking appropriate guidance You are detail and process oriented with strong ability to organize and analyze data You're a great collaborator You are committed to self-development, continuous learning and career advancement The Value You Deliver Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended) Assist in analyzing relevant legislative changes and effectively communicate implications to management Prepare/review/update quarterly and year-end state tax rates Respond to inquiries on Federal and state notices Identify opportunities to improve and/or automate processes to improve efficiencies and controls. Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance. Preparing and responding to required surveys Research, respond and resolve moderately complex associate withholding tax matters. Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties Note: Fidelity is not providing immigration sponsorship for this position The Team The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes. Certifications:Category:Business Analysis Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Job Description:The Role The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider. The Expertise and Skills You Bring 5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax. Bachelor's degree in accounting, Finance, Business, HR; Master's in taxation and/or CPA preferred Experience with U.S. withholding taxation and reporting requirements Confirmed understanding of tax systems Intermediate level in Microsoft Office Tools, specifically Excel and Word Experience working with IRS and multi-state taxation jurisdictions is required Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) Experience working in the financial services industry is a plus Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies You can meet tight deadlines in a fast-paced environment You produce high quality work and can prioritize multiple projects You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills You take initiative while seeking appropriate guidance You are detail and process oriented with strong ability to organize and analyze data You're a great collaborator You are committed to self-development, continuous learning and career advancement The Value You Deliver Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended) Assist in analyzing relevant legislative changes and effectively communicate implications to management Prepare/review/update quarterly and year-end state tax rates Respond to inquiries on Federal and state notices Identify opportunities to improve and/or automate processes to improve efficiencies and controls. Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance. Preparing and responding to required surveys Research, respond and resolve moderately complex associate withholding tax matters. Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties Note: Fidelity is not providing immigration sponsorship for this position The Team The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes. Certifications:Category:Business Analysis Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.